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πŸ“ˆ NVIDIA's $4 Trillion Test
Aug 26, 2025

πŸ“ˆ NVIDIA's $4 Trillion Test

NVIDIA's Wednesday earnings will reveal if the $320 billion AI spending bonanza represents genuine economic transformation or not

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
πŸ“ˆ Apple Bets Big on American Chips
Aug 25, 2025

πŸ“ˆ Apple Bets Big on American Chips

While Wall Street obsesses over AI chip darlings, Texas Instruments is quietly positioning itself as the pick-and-shovel play of America's manufacturing renaissance

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
πŸ“ˆ Workday's AI Bet
Aug 22, 2025

πŸ“ˆ Workday's AI Bet

Sometimes the market's myopia creates the very opportunities that separate patient investors from the perpetually panicked crowd.

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
πŸ“ˆ Walmart's Tariff Test
Aug 21, 2025

πŸ“ˆ Walmart's Tariff Test

Today's earnings will either validate or demolish the thesis that trusted value brands can raise prices without losing customers.

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
πŸ“ˆ Target's Bottom-Fishing Moment
Aug 20, 2025

πŸ“ˆ Target's Bottom-Fishing Moment

Target's Wednesday earnings report could mark the inflection point where contrarian patience meets operational reality

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
πŸ“ˆ PANW's $25B Vindication
Aug 19, 2025

πŸ“ˆ PANW's $25B Vindication

PANW's earnings beat proves that expensive acquisitions can fuel growth when executed by proven operators in secular growth markets.

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
πŸ“ˆ Amazon's Bear Market Surrender
Aug 18, 2025

πŸ“ˆ Amazon's Bear Market Surrender

Here's why the technical bounce off $220 suggests opportunity, not caution.

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
πŸ“ˆ Trump Admin Eyes Intel Stake
Aug 15, 2025

πŸ“ˆ Trump Admin Eyes Intel Stake

Intel's 7% surge this week offers a masterclass in how geopolitical chess moves can instantly transform a struggling tech giant into what amounts to a government-backed utility

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
πŸ“ˆ UFC's $7.7B Paramount Deal
Aug 12, 2025

πŸ“ˆ UFC's $7.7B Paramount Deal

When TKO announced UFC's $7.7 billion exodus from ESPN to Paramount+, they weren't just changing channelsβ€”they were rewriting the economics of live entertainment.

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
πŸ“ˆ Uncle Sam's Nvidia Stake
Aug 11, 2025

πŸ“ˆ Uncle Sam's Nvidia Stake

When Washington starts collecting royalties on private tech deals, you know the rules of global commerce have fundamentally shifted.

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
πŸ“ˆ Block's Bitcoin Banking Bonanza
Aug 08, 2025

πŸ“ˆ Block's Bitcoin Banking Bonanza

Tesla Axes Dojo AI Team, Trade Desk Shares Tank Hard, Expedia Jumps on Beat, Pinterest Plunges After Miss, Toyota Warns Tariff Profit Hit

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
πŸ“ˆ Eli Lilly's Weight-Loss Goldmine
Aug 07, 2025

πŸ“ˆ Eli Lilly's Weight-Loss Goldmine

Apple Commits $600B Manufacturing Investment, McDonald's Q2 Profit Jumps 11%, Airbnb Shows Consumer Spending Resilience, ConocoPhillips Reports Q2 Results, Dividend, Peloton Beats Earnings, Cuts Jobs

Evelio Silvera
Evelio Silvera
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